Oak Harvest Investment Services Morgan Stanley Transaction History

Oak Harvest Investment Services

$696 Million
Q1 2025

A detailed history of Oak Harvest Investment Services transactions in Morgan Stanley stock. As of the latest transaction made, Oak Harvest Investment Services holds 126,881 shares of MS stock, worth $15.9 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

126,881

Previous 107,830 17.67%

Holding current value

$15.9 Million

Previous $13.6 Million 9.2%

% of portfolio

2.13%

Previous 1.9%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$111.68 - $141.08 $2.13 Million - $2.69 Million	19,051 Added 17.67%	126,881 $14.8 Million
Q4 2024 Jan 23, 2025	SELL	$104.42 - $134.99 $3.47 Million - $4.48 Million	-33,184 Reduced 23.53%	107,830 $13.6 Million
Q3 2024 Oct 25, 2024	BUY	$92.07 - $106.96 $595,969 - $692,352	6,473 Added 4.81%	141,014 $14.7 Million
Q2 2024 Oct 24, 2024	BUY	$86.19 - $101.53 $606,260 - $714,162	7,034 Added 5.52%	134,541 $13.1 Million
Q2 2024 Jul 22, 2024	BUY	$86.19 - $101.53 $153,762 - $181,129	1,784 Added 1.47%	123,041 $12 Million
Q1 2024 Oct 24, 2024	BUY	$83.9 - $94.16 $374,697 - $420,518	4,466 Added 3.63%	127,507 $12 Million
Q1 2024 Apr 19, 2024	BUY	$83.9 - $94.16 $3.33 Million - $3.74 Million	39,683 Added 48.65%	121,257 $11.4 Million
Q4 2023 Jan 12, 2024	SELL	$70.4 - $93.66 $4.76 Million - $6.33 Million	-67,566 Reduced 45.3%	81,574 $7.61 Million
Q3 2023 Oct 25, 2023	BUY	$81.65 - $94.67 $3.96 Million - $4.6 Million	48,552 Added 48.27%	149,140 $12.2 Million
Q2 2023 Jul 17, 2023	BUY	$81.22 - $91.12 $1.3 Million - $1.46 Million	15,976 Added 18.88%	100,588 $8.59 Million
Q1 2023 Apr 20, 2023	BUY	$83.95 - $100.83 $311,790 - $374,482	3,714 Added 4.59%	84,612 $7.43 Million
Q4 2022 Jan 24, 2023	SELL	$75.3 - $93.04 $369,271 - $456,268	-4,904 Reduced 5.72%	80,898 $0
Q3 2022 Oct 14, 2022	BUY	$21.84 - $90.15 $74,430 - $307,231	3,408 Added 4.14%	85,802 $6.78 Million
Q2 2022 Jul 18, 2022	BUY	$72.9 - $90.61 $348,826 - $433,568	4,785 Added 6.17%	82,394 $6.27 Million
Q1 2022 May 04, 2022	BUY	$83.31 - $108.73 $487,696 - $636,505	5,854 Added 8.16%	77,609 $6.78 Million
Q4 2021 Jan 21, 2022	BUY	$94.82 - $104.66 $442,809 - $488,762	4,670 Added 6.96%	71,755 $7.04 Million
Q3 2021 Oct 08, 2021	BUY	$87.64 - $105.45 $712,600 - $857,413	8,131 Added 13.79%	67,085 $6.53 Million
Q2 2021 Jul 13, 2021	SELL	$77.29 - $93.96 $35,089 - $42,657	-454 Reduced 0.76%	58,954 $5.41 Million
Q1 2021 Apr 12, 2021	BUY	$67.05 - $84.34 $418,324 - $526,197	6,239 Added 11.73%	59,408 $4.61 Million
Q4 2020 Jan 15, 2021	BUY	$47.26 - $68.53 $2.51 Million - $3.64 Million	53,169 New	53,169 $3.64 Million

Others Institutions Holding MS

# of Institutions

2,391

Shares Held

1.33B

Call Options Held

17.1M

Put Options Held

28.9M

View Full List

About MORGAN STANLEY

Ticker MS
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,694,000,000
Market Cap $212B
Description
Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Secu...

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Oak Harvest Investment Services Morgan Stanley Transaction History